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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Mark Musso (CRD# 4274948) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Charles, LA and has over 23 years of experience in the finance industry.
Stephens O'pry (CRD# 4576057) is an Investment Advisor Representative working at Edward Jones in Lake Charles, LA and has over 21 years of experience in the finance industry.
Philip O'quin (CRD# 4630244) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 11 years of experience in the finance industry.
Patricia Philmon (CRD# 5532714) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Charles, LA and has over 15 years of experience in the finance industry.
William Price (CRD# 2794754) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Charles, LA and has over 27 years of experience in the finance industry.
Randyl Ratcliff (CRD# 2000373) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Charles, LA and has over 28 years of experience in the finance industry. Randyl Ratcliff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Denise Rau (CRD# 3100099) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 22 years of experience in the finance industry. Denise Rau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Rice (CRD# 2343078) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Charles, LA and has over 30 years of experience in the finance industry.
Keith Richardel (CRD# 3090179) is an Investment Advisor Representative working at Brokers Financial in Lake Charles, LA and has over 16 years of experience in the finance industry.
Paul Robertson (CRD# 1682287) is an Investment Advisor Representative working at Primerica Advisors in Lake Charles, LA and has over 36 years of experience in the finance industry.